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Portfolio (Quarterly) Guide ↗

Plancorp, LLC

· CIK 0001599579
13F Portfolio $4.1B AUM 425 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 425 New
Page 7 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CVX CHEVRON CORPORATION Energy 13,969.0 $2.5M 0.06% NEW $182.20 +12.9%
122 BND VANGUARD BD INDEX FDS 35,037.0 $2.5M 0.06% NEW $72.50 -0.4%
123 VBR VANGUARD INDEX FDS 10,462.0 $2.5M 0.06% NEW $241.78 +2.3%
124 SGOV ISHARES TR 24,792.0 $2.5M 0.06% NEW $100.52 +0.1%
125 MU MICRON TECHNOLOGY INC Technology 2,646.0 $2.5M 0.06% NEW $937.03 +0.4%
126 MA MASTERCARD INCORPORATED Financial Services 4,494.0 $2.4M 0.06% NEW $537.66 +6.8%
127 BINC BLACKROCK ETF TRUST II 43,951.0 $2.3M 0.06% NEW $52.00 -0.1%
128 AGI ALAMOS GOLD INC Basic Materials 77,816.0 $2.2M 0.06% NEW $28.86 +14.0%
129 MUB ISHARES TR 20,855.0 $2.2M 0.05% NEW $106.90 -1.4%
130 BA BOEING CO Industrials 10,332.0 $2.2M 0.05% NEW $215.52 +3.5%
131 VO VANGUARD INDEX FDS 27,024.0 $2.2M 0.05% NEW $80.84 +2.8%
132 AVSC AMERICAN CENTY ETF TR 29,774.0 $2.2M 0.05% NEW $72.31 +2.3%
133 MCD MCDONALDS CORP Consumer Cyclical 7,894.0 $2.2M 0.05% NEW $272.62 -2.1%
134 GE GE AEROSPACE Industrials 5,937.0 $2.1M 0.05% NEW $353.41 +6.1%
135 OEF ISHARES TR 5,662.0 $2.1M 0.05% NEW $369.37 +2.5%
136 CSCO CISCO SYS INC Technology 17,455.0 $2.1M 0.05% NEW $119.25 -6.4%
137 AMD ADVANCED MICRO DEVICES INC Technology 3,629.0 $1.9M 0.05% NEW $534.40 -9.4%
138 TLT ISHARES TR 22,537.0 $1.9M 0.05% NEW $83.97 -2.7%
139 NVS NOVARTIS AG Healthcare 12,291.0 $1.9M 0.05% NEW $153.37 +0.8%
140 WFC WELLS FARGO & CO Financial Services 21,013.0 $1.8M 0.04% NEW $87.67 -0.3%
Page 7 of 22  ·  425 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.4%
Financial Services 15.1%
Industrials 14.4%
Basic Materials 11.2%
Healthcare 9.9%
Communication Services 6.6%
Consumer Cyclical 5.8%
Consumer Defensive 4.9%
Real Estate 4.1%
Energy 3.9%